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Robert Symonds, MBA, CFP®

Financial Planner

24 Frederick Road
Ellicott City, MD 21043

 

 Phone

410.372.3227

 Email Address

Rob.Symonds@LFG.com

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required. As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours.

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs. Our comprehensive process includes:

• Identify your goals.

• Develop a financial plan based on sound advice and knowledge.

• Implement your plan.

• Update your plan on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At Stone Bridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.

“I work closely with each client to create a customized financial plan that can enable them towards attaining their current and future objectives.”

Achievements

• CERTIFIED FINANCIAL PLANNER™ Practitioner

• Registrations: Series 7, Series 66, Health and Life Insurance Licensed

• Registered Representative

• B.S. Cum Laude, University of Maryland Baltimore County (UMBC)

• MBA, Summa Cum Laude, Waynesburg University

Professional Associations

• Financial Planning Association (FPA) Personal

Personal

• Resides in Baltimore, MD

• Alumni member of Sigma Alpha Epsilon (SAE)

• Current Member of USA Hockey in Baltimore County

Robert is supported by knowledgeable professionals with years of experience in their specific areas.

• Michael Ward, CLU®, ChFC®, CFP®, Partner

• Sarah Cicero, CFP® , Partner

• Scotty Melnick, CFP®, Director of Financial Planning

• Jack Rogers, Financial Planning Assistant

• Lori Ferraro, Accountant

• Sharon Corona, Practice Manager

  • Bryson Dulay, Client Relationship Manager

Robert W. Symonds is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice.

Stonebridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp.

CRN-6576657-042424

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